Peter Hewitt
Former manager of the CT Global Managed Portfolio Trust with 17 years' management experience; guest discussing investment trust performance, discounts, renewables and portfolio strategy.
Best podcasts with Peter Hewitt
Ranked by the Snipd community
Sep 20, 2025 • 45min
296: Money Makers Investment Trusts Podcast - with Peter Hewitt (20 Sep 2025)
Peter Hewitt, a seasoned manager with 17 years at the helm of the CT Global Managed Portfolio Trust, shares insights on the investment trust landscape. He delves into tackling discounts and evolving board responses amid market volatility. Hewitt discusses the shrinking sector and the rising demand for high dividend yields. The conversation also covers the underperformance of renewables while offering a glimpse into his personal portfolio strategy, including tech and emerging markets. Plus, a lighthearted mention of rugby makes for a charming wrap-up!
Aug 22, 2024 • 21min
The investment trust bargains this pro is backing
Peter Hewitt, a fund manager specializing in investment trusts, shares his insights on finding bargain opportunities in the market. He discusses his focus on UK equity trusts, private equity trusts, and secular growth trusts to leverage discounts. Peter delves into his investment strategy for the JP Morgan UK Small Cap Growth and Income trust, emphasizing the importance of patience. He also evaluates underperforming trusts, like global smaller companies, advocating for strategic reallocations towards promising investments. Exciting perspectives on Scottish Mortgage and Monks trusts round out the conversation!
